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iShares MSCI USA Momentum Factor ETF
MTUM

Overview Fund Activity

700 hedge funds and large institutions have $8.01B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 347 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
-62
Holders Change %
-8.14%
% of All Funds
11.2%
Holding in Top 10
60
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-23.08%
% of All Funds
0.96%
New
72
Increased
182
Reduced
347
Closed
116
Calls
$3.08M
Puts
$3.28M
Net Calls
-$203K
Net Calls Change
-$31.7M

Top Buyers

1
EWA
EP Wealth Advisors
California
+$170M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$58M
3
SF
Synovus Financial
Georgia
+$47.7M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$23.6M
5
RJA
Raymond James & Associates
Florida
+$17.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$437M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$259M
3
BlackRock
BlackRock
New York
-$110M
4
LPL Financial
LPL Financial
California
-$87M
5
Morgan Stanley
Morgan Stanley
New York
-$79.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
226
Shufro Rose & Co
New York
$2M +$999K +7,185 +100%
PA
227
Parallel Advisors
California
$1.97M -$244K -1,756 -11%
BFG
228
Buttonwood Financial Group
Missouri
$1.94M -$1.15M -8,301 -37%
IWP
229
Icon Wealth Partners
Texas
$1.92M +$1.92M +13,789 New
CSWG
230
Cardinal Strategic Wealth Guidance
Kentucky
$1.89M -$91.2K -656 -5%
PWM
231
Perigon Wealth Management
California
$1.87M +$463K +3,330 +33%
WA
232
WBH Advisory
Maryland
$1.81M +$1.81M +13,013 New
MWM
233
McNaughton Wealth Management
California
$1.8M -$398K -2,859 -18%
RF
234
RHS Financial
California
$1.79M -$693K -4,981 -28%
AAS
235
Avantax Advisory Services
Texas
$1.78M -$1.57M -11,293 -47%
FAM
236
Family Asset Management
South Carolina
$1.76M +$1.76M +12,646 +79,038%
AG
237
Ascent Group
Virginia
$1.68M -$366K -2,634 -18%
AWE
238
Avidian Wealth Enterprises
Texas
$1.66M -$288K -2,070 -15%
OAP
239
One Advisory Partners
Kansas
$1.66M -$4.59M -32,981 -73%
GA
240
Goldstein Advisors
Wisconsin
$1.65M +$23.5K +169 +1%
DE
241
Day & Ennis
Georgia
$1.65M +$352K +2,532 +27%
MCWS
242
McKinley Carter Wealth Services
West Virginia
$1.64M -$138K -993 -8%
SWA
243
Stratos Wealth Advisors
Ohio
$1.64M +$1.37M +9,817 +496%
CAG
244
Crestwood Advisors Group
Massachusetts
$1.63M -$75.5K -543 -4%
JWCA
245
J.W. Cole Advisors
Florida
$1.63M +$49.1K +353 +3%
MFGP
246
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.61M +$5.01K +36 +0.3%
UB
247
UMB Bank
Missouri
$1.6M -$2.39M -17,186 -60%
SFG
248
Snider Financial Group
Washington
$1.58M +$31.3K +225 +2%
LNC
249
Lincoln National Corp
Pennsylvania
$1.57M +$23.8K +171 +2%
EFL
250
ERn Financial LLC
Wisconsin
$1.54M -$56K -403 -4%
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